{"id":10174,"date":"2010-07-16T09:00:40","date_gmt":"2010-07-16T13:00:40","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/?p=10174"},"modified":"2016-09-20T07:29:40","modified_gmt":"2016-09-20T11:29:40","slug":"tdi-podcast-169-cnbcs-tim-seymour-and-emerging-market-plays","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2010\/07\/16\/tdi-podcast-169-cnbcs-tim-seymour-and-emerging-market-plays\/","title":{"rendered":"TDI Podcast 169: CNBC&#8217;s Tim Seymour and Emerging Market Plays"},"content":{"rendered":"<p>Guest: Tim Seymour, Triogem Asset Management\/<a href=\"http:\/\/www.emergingmoney.com\/\">Emerging Money.com<\/a> and one the regulars on CNBC&#8217;s Fast Money is talking about emerging market plays. Which is his favorite out of China, Russia, Singapore, Taiwan, Turkey and Brazil? Tune in to find out. We also spend some time in this episode looking at what are the major catalysts for the <a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\"><img decoding=\"async\" class=\"size-medium wp-image-257 alignright\" title=\"iTunes Subscribe\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2010\/07\/itunes_subscribe-3.jpg\" alt=\"\" \/><\/a>markets over the next few weeks and months. Listener comments and questions are also part of the action packed episode. (write Andrew &#8211; <a href=\"askandrew@thedisciplinedinvestor.com\">askandrew@thedisciplinedinvestor.com<\/a>)<\/p>\n<p style=\"text-align: center;\">___<\/p>\n<p style=\"text-align: center;\"><!--more--><\/p>\n<p style=\"text-align: center;\"><strong><span style=\"color: #888888;\"><a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/2010\/07\/11\/tdi-podcast-169-tim-seymour-and-emerging-market-plays\/\" target=\"_self\"><span style=\"color: #000000;\">LISTEN TO PODCAST NOW<\/span><\/a> | <span style=\"color: #000000;\">LISTEN<\/span> <span style=\"color: #000000;\">@<\/span> <a title=\"Zune Subscribe\" href=\"zune:\/\/subscribe\/?The%20Disciplined%20Investor=http:\/\/feeds.thedisciplinedinvestor.com\/tdicasts\" target=\"_blank\">ZUNE<\/a> &#8211;<span style=\"color: #000000;\"> @<\/span> <a title=\"iTunes Subscribe\" href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\">iTUNES<\/a><\/span><\/strong><\/p>\n<p style=\"text-align: center;\">___<\/p>\n<p><a href=\"http:\/\/www.emergingmoney.com\/\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-10163 alignleft\" style=\"margin: 5px;\" title=\"tim_seymour\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2010\/07\/tim_seymour-3.jpg\" alt=\"\" width=\"126\" height=\"100\" \/><\/a>Tim is a founder of <a href=\"http:\/\/www.emergingmoney.com\/\"><strong>Emerging Money<\/strong><\/a>. He is a founder and Managing Partner at STriogem Asset Management, and The Emerging Markets Contributor to CNBC. Triogem Asset Management focuses on investing throughout the global emerging markets asset class. With a view that emerging and developing economies will continue to outpace the economic growth and advancement of developed economies, Seymour has devoted a career to investing in the dominant markets of tomorrow, today. Seymour\u2018s career has included significant experience in both alternative asset management (hedge funds) and capital markets, having launched two hedge funds, and built the largest Russian broker dealer in the USA.<\/p>\n<p style=\"text-align: center;\"><strong>Check out EmergingMoney.com &#8211; Click <a href=\"http:\/\/www.emergingmoney.com\/\">HERE<\/a><\/strong><\/p>\n<p>Tim started his career at UBS, focusing on international credit (cash, swaps, forex) in a specialized hedge fund group (New York). Tim completed the firm\u2018s training program after graduating with an MBA in international finance from Fordham University. Tim received his undergraduate degree at Georgetown University.<\/p>\n<p style=\"text-align: center;\">___<\/p>\n<p>Here is what we will be watching for during earnings season. Copy this list as you listen and read information about specific company&#8217;s earnings:<\/p>\n<ul>\n<li>How upbeat is management about the next year?<\/li>\n<li>Will earnings growth continue?<\/li>\n<li>Will they be adding employees?<\/li>\n<li>How will the European Austerity measures affect them?<\/li>\n<li>What will be the cost of the heathcare reform to the bottom line?<\/li>\n<li>Dividend and buyback plans with all the excess cash?<\/li>\n<li>What are margins and tax assumptions into 2011-2012?<\/li>\n<li>Cost factors, will Yuan float help or hurt their profits?<\/li>\n<\/ul>\n<p style=\"text-align: center;\">___<\/p>\n<p style=\"text-align: center;\">Looking to invest in The Disciplined Investor Managed Growth Strategy?<br \/>\nClick below for the 14-minute virtual tour&#8230;.<\/p>\n<p style=\"text-align: center;\"><a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/mailbox\/tdi-investment-fund\/\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2010\/07\/TDIMG-3.jpg\" alt=\"\" width=\"212\" height=\"318\" \/><\/a><\/p>\n<p style=\"text-align: center;\">\n<p><a id=\"podcast\" name=\"podcast\"><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Guest: Tim Seymour, Triogem Asset Management\/Emerging Money.com and one the regulars on CNBC&#8217;s Fast Money is talking about emerging market plays. Which is his favorite out of China, Russia, Singapore, Taiwan, Turkey and Brazil? Tune in to find out. We also spend some time in this episode looking at what are the major catalysts for [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[5,12],"tags":[481,329,483],"class_list":["post-10174","post","type-post","status-publish","format-standard","hentry","category-economy","category-markets","tag-economy","tag-emerging","tag-markets","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/10174","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=10174"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/10174\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=10174"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=10174"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=10174"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}